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Great	27.2%	[ 196 ]
Good	19.7%	[ 142 ]
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Total Votes:			[ 720 ]

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32,600 (ish)

[NaturallyPragmaticChimera]

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[Moonzi]

la bump

[DrefanKearse]

Bump

[Gamma Risk]

****PLAN YOUR TRADE AND TRADE YOUR PLAN****
Key dates: 5/14- GOOGL IO conference 5/15- CPI 5/21- MSFT build conference 5/22- NVDA Earnings

Ideas for Monday:
-Bull put spread NVDA >895 exp 5/31. NVDA has returned to being extremely bull skewed, with only slight bearishness emerging at 895 and below. >900, especially after CPI on Wednesday warrants bull call spreads that should be able to be closed profitably friday EoD
-bull puts CMG, WSM, NRG
-Long strangle IWM

Positions– : 

5/17:  <1000 >840 NVDA, >1300 MSTR 2.4
5/24: -4.32 NVDA >930, >445 QQQ (.37), -1.68 AMD >165, -2.05 >145 PDD, 80 UBER -1.97, >170 GE 1.10, >195 JPM .533, 190-200 AMZN -1.99

6/21: GOOGL >170 2.01

-Long term: >500 META 6/20/2025 -94.1

Events of the week: Powell speaks, PPI, CPI

Monday: Mester speaks, NY Fed inflation expectations
Tuesday: PPI, Powell
Wednesday: CPI, Retail sales
Thursday: Jobless claims, Atlanta fed GDP, fedspeak
Friday: Waller speech

Long ideas (4/21):
-AVGO: The true picks and shovels for AI chip expansion. Required for the buildout for CSP chip competitors with NVDA. VMWare acquisition is extremely value accretive, creating a very lucrative software branch of the chip giant.

Current 2023 fed hawkishness that are voting members: Dovish-Goolsbee, Cook, Harker (neutral), Barr (neutral)
-Hawks-least to most hawkish : Jefferson, Williams, Powell, Loretta Mester, Logan, Waller, Bowman, Kashkari
—--------------------------------------
Notes:
-Jan and July OPEX historically negative while April is positive
-Quadruple witching: March, june, september, and december (index, index futures, stocks, stock futures)
-Strong sectors for bull butterflies: Travel, semiconductors, asset managers (ABNB, ASML, BAM). Open on March 4th or later.
-Bid/ask size: Large bid size= more demand/buying,  large ask size= more supply/selling
-cut losses and take profits without emotion. Only way to do that is appropriate position sizing!
-Keep in mind 0.66 a contract. Need at least 0.03 to break-even on a normal spread open and close (think 0.027 debited).

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